Business Banking Relationship Manager - San Antonio Market

Bank of America•San Antonio, TX

About The Position

At Bank of America, the Business Banking Relationship Manager provides comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high-value and opportunity clients. The role supports growth and profitability of the small business customer base by identifying opportunities, driving results, and acquiring new clients through prospecting, networking, and external referral sources. It also includes opening core small business accounts in accordance with procedural guidelines. The role delivers a branded client experience, manages the end-to-end client journey, and works with internal partners to identify relevant banking solutions. It requires knowledge of credit, financial statements, cash flow, and small-business products and services. The manager spends at least 80% of their time in the field and supports the sales delivery model and growth of the bank’s Small Business segment. The position is based in an in-office culture, with role-specific flexibility depending on responsibilities and business needs.

Requirements

Proven success in consultative sales in financial services or business-to-business sales.
Ability to show examples of improving businesses’ financial outcomes by interpreting financial statements and recommending specific levers.
Passion for outside sales and prospecting.
Desire to enhance existing relationships and exceed sales goals.
Ability to analyze clients’ financial conditions and industry trends.
Ability to understand and interpret financial statements and cash flow analysis.
Excellent communication skills and demonstrated leadership ability.
Ability to partner and negotiate with a team of bank employees to solve client issues.
Demonstrated management of a client portfolio focused on relationship development and deepening.
Thorough knowledge of small business financial products and services.
Familiarity with CRM platforms and other banking systems.
High school diploma/GED or equivalent work experience.

Nice To Haves

Community leadership.
Strong computer skills and ability to multitask in a demanding environment.
Undergraduate degree in business, finance, or economics, or seven years of relevant work experience.

Responsibilities

Manage the end-to-end client journey to meet client needs, drive sales opportunities, and mitigate risk.
Identify and refer specialized small business opportunities and solutions, including through small business relationship reviews.
Deliver a branded customer experience within aligned sales portfolios while spending a minimum of 80% of the time in the field.
Build relationships with partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities.
Use credit knowledge to advise small business owners on solutions, services, and digital capabilities that support short- and long-term business goals.
Support execution of the sales delivery model to achieve targeted performance and growth of the bank’s Small Business segment.
Coach, develop, guide, and provide feedback to associates and clients while fostering a client- and employee-centric culture.
Acquire new client opportunities through prospecting, networking, and developing external referral sources.
Open core small business accounts while adhering to procedural guidelines.